Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Real Estate Securities Fund Institutional Class Mutual Funds in their Schedule of Assets, totaling $826K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OAK HILL CAPITAL MANAGEMENT, LLC OAK HILL CAPITAL 401(K) PLAN | STAMFORD CT | 55 | $52.0M | $722K |
| 2 | TITANIUM PLATFORM, LLC TITANIUM PLATFORM, LLC 401(K) PLAN | LOWELL MA | 89 | $9.0M | $69K |
| 3 | LUMINE GROUP US HOLDING INC. LUMINE GROUP US HOLDING INC. 401(K) PLAN |
LOWELL MA |
| 332 |
| $22.4M |
| $35K |
